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Livermore
Livermore
ZHEN

Atlas Wealth LLC

SEC CIK
0001964106
Latest filing
Jul 28, 2026

RJF holding history

Raymond James Financial Inc in every 13F filed by Atlas Wealth LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

RJF overviewAll 13F holders of RJFFull Q2 2026 holdings

Shares (Q2 2026)
9,725
Value
$1.48M
% of portfolio
0.2%
Quarters held
15
Since Q4 2022
Holdings of RJF by Atlas Wealth LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20269,725$1.48M0.2%+250+2.6%AddedHolders
Q1 20269,475$1.37M0.4%00.0%UnchangedHolders
Q4 20259,475$1.52M0.5%−234−2.4%ReducedHolders
Q3 20259,709$1.68M0.5%−31−0.3%ReducedHolders
Q2 20259,740$1.51M0.5%00.0%UnchangedHolders
Q1 20259,740$1.35M0.5%−764−7.3%ReducedHolders
Q4 202410,504$1.63M0.6%00.0%UnchangedHolders
Q3 202410,504$1.29M0.6%−110−1.0%ReducedHolders
Q2 202410,614$1.28M0.2%−255−2.3%ReducedHolders
Q1 202410,869$1.40M0.7%+278+2.6%AddedHolders
Q4 202310,591$1.06M0.6%00.0%UnchangedHolders
Q3 202310,591$1.06M0.2%+15+0.1%AddedHolders
Q2 202310,576$1.16M0.2%+95+0.9%AddedHolders
Q1 202310,481$977.6K0.2%+234+2.3%AddedHolders
Q4 202210,247$1.09M0.3%–No prior filingHolders